DFX Intelligence
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Reading the graph
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advised by A••••• ADVISORS
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| TD AMERITRADE CLEARING, INC. | TD AMERITRADE CLEARING, INC. | Omaha | Nebraska | United States | no | 8-16335 |
| Feb 8, 2024 |
| $39.1M |
| 23 |
| $250,000 |
| 0.0% |
| yes |
| A••••• G••••• S••••••••• F••• |
| Jul 31, 2023 | $39.1M | 23 | $250,000 | 0.0% | yes | A••••• G••••• S••••••••• F••• |
| Apr 4, 2023 | $39.1M | 23 | $250,000 | 0.0% | yes | A••••• G••••• S••••••••• F••• |
| Mar 28, 2023 | $39.1M | 23 | $250,000 | 0.0% | yes | A••••• G••••• S••••••••• F••• |
| Dec 15, 2022 | $50.5M | 25 | $250,000 | 0.0% | yes | A••••• G••••• S••••••••• F••• |
| Oct 14, 2022 | $50.5M | 25 | $250,000 | 0.0% | yes | A••••• G••••• S••••••••• F••• |
| Sep 9, 2022 | $50.5M | 25 | $250,000 | 0.0% | yes | A••••• G••••• S••••••••• F••• |
| Jul 6, 2022 | $50.5M | 25 | $250,000 | 0.0% | yes | A••••• G••••• S••••••••• F••• |
| Jun 28, 2022 | $50.5M | 25 | $250,000 | 0.0% | yes | A••••• G••••• S••••••••• F••• |
| Jun 16, 2022 | $50.5M | 25 | $250,000 | 0.0% | yes | A••••• G••••• S••••••••• F••• |
| Apr 18, 2022 | $50.5M | 25 | $250,000 | 0.0% | yes | A••••• G••••• S••••••••• F••• |
| Apr 8, 2022 | $50.5M | 25 | $250,000 | 0.0% | yes | A••••• G••••• S••••••••• F••• |
| Apr 7, 2022 | $50.5M | 25 | $250,000 | 0.0% | yes | A••••• G••••• S••••••••• F••• |
| Mar 22, 2022 | $50.5M | 25 | $250,000 | 0.0% | yes | A••••• G••••• S••••••••• F••• |
| Feb 3, 2022 | $30.8M | 20 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Nov 1, 2021 | $30.8M | 20 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Oct 27, 2021 | $30.8M | 20 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Aug 12, 2021 | $30.8M | 20 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Jul 28, 2021 | $30.8M | 20 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Jul 22, 2021 | $30.8M | 20 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Jun 23, 2021 | $30.8M | 20 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Jun 10, 2021 | $30.8M | 20 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| May 3, 2021 | $30.8M | 20 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Mar 29, 2021 | $30.8M | 20 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Jun 1, 2020 | $34.2M | 31 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Mar 22, 2020 | $34.2M | 31 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Mar 19, 2020 | $34.2M | 31 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Mar 12, 2020 | $34.2M | 31 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Mar 2, 2020 | $34.2M | 31 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Oct 24, 2019 | $34.2M | 31 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Mar 31, 2019 | $34.2M | 31 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Feb 1, 2019 | $36.0M | 36 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Jan 10, 2019 | $36.0M | 36 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Aug 20, 2018 | $36.0M | 36 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Apr 11, 2018 | $36.0M | 36 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Mar 22, 2018 | $36.0M | 36 | $1.0M | 0.0% | yes | A••••• H••••• G••••• F•••• L• |
| Mar 24, 2017 | $31.9M | 34 | $1.0M | 0.0% | yes | A••••• G••••• F•••• L• |
| Mar 30, 2016 | $23.8M | 23 | $1.0M | 0.0% | yes | A••••• G••••• F•••• L• |
| Mar 31, 2015 | $20.3M | 18 | $1.0M | 0.0% | yes | A••••• G••••• F•••• L• |
| Dec 15, 2014 | $6.1M | 6 | $1.0M | 0.0% | yes | A••••• G••••• F•••• L• |
| Nov 26, 2014 | $6.1M | 6 | $1.0M | 0.0% | yes | A••••• G••••• F•••• L• |
| Nov 17, 2014 | $6.1M | 6 | $1.0M | 0.0% | yes | A••••• G••••• F•••• L• |